Founded in 2002, Spinnaker Financial Advisors, LLC. is an independent, fee-only Registered Investment Advisor (RIA) firm based in Sausalito, California. The company operates under a fiduciary standard, meaning it is legally obligated to act in its clients' best interests. Its services are comprehensive, integrating investment management with holistic financial planning that covers areas such as retirement, estate planning, insurance, and taxes. The firm primarily serves individuals, high-net-worth individuals, and families by helping them navigate complex financial decisions and achieve their long-term goals.

Founded in

United States